PCG Technology & Training Associate

Stephens Inc.Little Rock, AR

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Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Serve as the primary liaison between Private Client Group Technology Team and financial consultants and support staff to ensure alignment on system requirements, enhancements, and issue resolution.
Act as a subject matter expert on internal platforms used by financial consultants, including CRM, portfolio management, books and record and reporting tools.
Design and deliver training, documentation, and one-on-one coaching sessions for financial consultants and support staff on the effective use of technology tools.
Gather user feedback, identify recurring technology pain points, and collaborate with internal teams to prioritize enhancements or new solution development.
Support business process optimization by identifying and recommending technology-enabled improvements to drive efficiency, scalability, and client satisfaction.
Participate in the rollout of new platforms and upgrades, including user testing, communications, and change management activities.
Maintain a working knowledge of industry trends and best practices in wealth management technology.
Track and report on key performance indicators (KPIs) related to technology adoption and training effectiveness.
Perform other tasks as assigned by management.

EDUCATION AND/OR EXPERIENCE

Bachelor's degree in Business Administration, Finance, Information Systems, or related field.
3+ years of experience in private wealth management, investment advisory, or financial services.
Prior experience in a liaison or technology enablement role preferred.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

Submit 10x as many applications with less effort than one manual application.